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Isabella Maria Desimone

Orion Portfolio Solutions, LLC

Omaha, NE

CRD 7994184

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Employer firm

Orion Portfolio Solutions, LLC CRD 107975

$64.8B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS

From the firm’s Form ADV. Read the guides:

Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-11-22
  • NE RA
    APPROVED
    Since 2024-11-22

Branch Locations

17605 Wright St, Omaha, NE 68130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Isabella Desimone- Self-Employed Babysitter Phoenixville PA 01/2014 Present
Duck Donuts King Of Prussia PA 06/2020 08/2022
Bucknell University Lewisburg PA 08/2022 12/2023
Bucknell University Lewisburg PA 08/2023 12/2023
Villa Maria Academy High School Malvern PA 08/2016 05/2020
Bucknell University Lewisburg PA 08/2020 12/2023
Unemployed/Traveling Phoenixville PA 01/2024 08/2024
Sei Oaks PA 06/2023 08/2023
Semester Of Study Abroad Florence 01/2023 05/2023
  • 01/2014 → Present
    Isabella Desimone- Self-Employed Babysitter
    Phoenixville, PA
  • 06/2020 → 08/2022
    Duck Donuts
    King Of Prussia, PA
  • 08/2022 → 12/2023
    Bucknell University
    Lewisburg, PA
  • 08/2023 → 12/2023
    Bucknell University
    Lewisburg, PA
  • 08/2016 → 05/2020
    Villa Maria Academy High School
    Malvern, PA
  • 08/2020 → 12/2023
    Bucknell University
    Lewisburg, PA
  • 01/2024 → 08/2024
    Unemployed/Traveling
    Phoenixville, PA
  • 06/2023 → 08/2023
    Sei
    Oaks, PA
  • 01/2023 → 05/2023
    Semester Of Study Abroad
    Florence
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-21
  • S65 Uniform Investment Adviser Law Examination
    2024-11-21
Other Names
  • Izzi Desimone

View on SEC IAPD

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